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Southern Company
SO

Overview Fund Activity

1,490 hedge funds and large institutions have $38.2B invested in Southern Company in 2020 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 525 increasing their positions, 529 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,490
Holders Change
+134
Holders Change %
+9.88%
% of All Funds
26.44%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
227
Increased
525
Reduced
529
Closed
70
Calls
$222M
Puts
$155M
Net Calls
+$67.3M
Net Calls Change
-$82.1M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$258M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$208M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$198M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$194M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$141M

Top Sellers

1
BlackRock
BlackRock
New York
-$140M
2
State Street
State Street
Massachusetts
-$114M
3
KBC Group
KBC Group
Belgium
-$103M
4
Norges Bank
Norges Bank
Norway
-$102M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMM
876
Stadion Money Management
Georgia
$524K -$6.15K -100 -1%
AF
877
Allworth Financial
California
$519K -$9.95K -162 -2%
BFA
878
Beaumont Financial Advisors
Massachusetts
$517K +$553 +9 +0.1%
SF
879
Symphony Financial
Texas
$516K -$5.52K -93 -1%
PFWA
880
Paces Ferry Wealth Advisors
Georgia
$515K -$307 -5 -0.1%
AFWM
881
AMJ Financial Wealth Management
Virginia
$515K – – –
WWM
882
Western Wealth Management
Colorado
$513K +$48.3K +786 +10%
FNBOO
883
First National Bank of Omaha
Nebraska
$510K -$79.9K -1,300 -14%
SEC
884
Seven Eight Capital
New York
$510K +$510K +8,300 New
DJYG
885
David J. Yvars Group
Florida
$509K +$509K +8,283 New
CBN
886
Cadence Bank NA
Texas
$504K – – –
BBNA
887
Bremer Bank National Association
Minnesota
$504K +$9.28K +151 +2%
CGL
888
Clarius Group LLC
Washington
$504K +$70.2K +1,142 +16%
CI Investments Inc
889
CI Investments Inc
Ontario, Canada
$503K -$53.4K -870 -10%
SFG
890
SNS Financial Group
Minnesota
$502K -$61 -1 -0%
PG
891
Pendal Group
Australia
$502K +$502K +8,178 New
CA
892
Claro Advisors
Massachusetts
$501K -$18.4K -300 -4%
FHA
893
First Horizon Advisors
Tennessee
$500K -$26.2K -428 -5%
EW
894
Element Wealth
Mississippi
$500K +$2.52K +41 +0.5%
MSFP
895
Mark Sheptoff Financial Planning
Connecticut
$499K +$18.4K +300 +4%
EH
896
Equitable Holdings
New York
$495K +$55.7K +907 +13%
GC
897
Gratus Capital
Georgia
$495K +$126K +2,048 +34%
AC
898
Allstate Corporation
Illinois
$495K +$135K +2,192 +37%
ISWM
899
Independent Solutions Wealth Management
New York
$491K -$43K -700 -8%
AFG
900
Allegheny Financial Group
Pennsylvania
$490K +$490K +7,984 New
34 35
36
37 38